Effective on or around March 30, 2021, Putnam Equity Income PEYAX will change its name to Putnam Large Cap Value. As the fund's process and team will remain intact, its cheaper shares retain their Morningstar Analyst Rating of Bronze and its more expensive ones remain Neutral.
Putnam Large Cap Value Y PEIYX
NAV / 1-Day Return
30.74
/
0.75
%
Total Assets
15.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.650%
Expense Ratio
0.650%
Fee Level
Below Average
Longest Manager Tenure
8.68
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
0
Status
Open
TTM Yield
1.46%
Turnover
21%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PEIYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PEIYX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PEIYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PEIYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Putnam Equity Income's Name Changing to Putnam Large Cap Value
